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Gleason Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gleason Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79M Buy
132,055
+165
+0.1% +$5.89K 0.42% 22
2026
Q1 		$4.35M Buy
131,890
+21,180
+19% +$723K 0.43% 22
2025
Q4 		$3.63M Sell
110,710
-1,214
-1% -$40.5K 0.36% 23
2025
Q3 		$3.73M Buy
111,924
+770
+0.7% +$24.3K 0.38% 23
2025
Q2 		$3.35M Buy
111,154
+205
+0.2% +$5.8K 0.36% 24
2025
Q1 		$3.06M Sell
110,949
-90
-0.1% -$2.46K 0.55% 20
2024
Q4 		$2.96M Buy
111,039
+4,448
+4% +$126K 0.52% 20
2024
Q3 		$3.11M Buy
106,591
+34,094
+47% +$923K 0.57% 18
2024
Q2 		$1.93M Hold
72,497
– – 0.39% 23
2024
Q1 		$1.83M Hold
72,497
– – 0.38% 24
2023
Q4 		$1.8M Buy
72,497
+5,309
+8% +$128K 0.41% 22
2023
Q3 		$1.61M Sell
67,188
-2,618
-4% -$64.8K 0.42% 22
2023
Q2 		$1.72M Sell
69,806
-2,347
-3% -$57.4K 0.45% 22
2023
Q1 		$1.77M Buy
72,153
+659
+0.9% +$16.3K 0.51% 22
2022
Q4 		$1.69M Buy
71,494
+71,184
+22,963% +$1.66M 0.53% 23
2022
Q3 		$7K Hold
310
– – ﹤0.01% 191
2022
Q2 		$8K Buy
310
+1
+0.3% +$26 ﹤0.01% 179
2022
Q1 		$9K Hold
309
– – ﹤0.01% 174
2021
Q4 		$9K Sell
309
-31
-9% -$947 ﹤0.01% 163
2021
Q3 		$10K Hold
340
– – ﹤0.01% 163
2021
Q2 		$11K Buy
340
+2
+0.6% +$65 ﹤0.01% 158
2021
Q1 		$11K Hold
338
– – ﹤0.01% 151
2020
Q4 		$10K Buy
338
+6
+2% +$174 ﹤0.01% 150
2020
Q3 		$9K Hold
332
– – 0.01% 142
2020
Q2 		$8K Buy
332
+1
+0.3% +$23 ﹤0.01% 148
2020
Q1 		$7K Hold
331
– – 0.01% 147
2019
Q4 		$9K Buy
+331
New +$8.72K 0.01% 154

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gleason Group's SCHE Position: Q2 2026 in Review

Gleason Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.13% in Q2 2026, buying an estimated $5.89K and bringing the position to 132,055 shares worth $4.79M. The position accounts for 0.42% of the portfolio, ranked #22.

Gleason Group first reported a position in SCHE in Q4 2019 and has held it in 27 quarters since. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Gleason Group held 132,055 shares of Schwab Emerging Markets Equity ETF worth $4.79M as of Q2 2026.
  • Gleason Group bought 165 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $5.89K.
  • Schwab Emerging Markets Equity ETF made up 0.42% of Gleason Group's portfolio in Q2 2026, its #22 holding.
  • Gleason Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.